All Podcasts
Welcome to Don’t Dwell On It + Talk Track, the Telegraph podcasts that dive into all of the nitty gritty that makes up the freight rail industry. Follow along wherever you listen to your favorite podcasts for plenty of thoughtful conversations, real-world insights, + bold ideas on what is driving the industry forward.
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Freight vs Fiction: Rethinking Rail Metrics, Train Speed, + Capital Allocation
Harris + David unpack the presentation Harris delivered at MARS + the research behind it. The headline finding: train speed + volume are negatively correlated, which means record service metrics may say more about a thin network than a well-run…
Full Episode
Reading the Revised UP-NS Filing: Fewer Intermodal Units, Fewer Jobs + A Whole Lot More Questions
The headline agreements are largely done. Now it’s time for the fine print. In our latest episode, David + Harris walk through the revised UP–NS filing + find the numbers moving in one direction: diverted intermodal units revised down, projected…
Full Episode
Merger Update: CN Settlement, Q2 Earnings Calls + the Importance of Chicago
Chicago has always been the bottleneck. CN’s decision to no longer oppose the UP-NS merger comes with better Mexico access for CN, terminal ownership, + a few other perks…but UP gains running rights over the all-important former EJ&E, which is…
Full Episode
Freight Cycles Explained: Why Markets Turn + What Shippers Should Do
Freight markets always turn. The question, then, is what shippers + carriers should do before that happens. In this episode of “Talk Track”, David is joined by Dr. Angi Acocella, research scientist at the MIT Center for Transportation & Logistics,…
Full Episode
Don’t Dwell On It: (Rail)Car Talk
The railcar leasing industry didn’t appear out of nowhere – it was born the moment railroads stopped trying to do absolutely everything (they even owned hotels + golf courses!) + started focusing on the one thing they actually do best. …
Full Episode
Don’t Dwell On It: From RACS to Rail Leasing
Erica Ray, SVP of Leasing at AITX, didn’t plan on a career in rail, but rail, as it turns out, had a plan for her. In “From RACS to Rail Leasing,” Harris + Sydney sit down with Erica to trace…
Full Episode